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111 West Edison Road
Mishawaka, IN 46545



Products & Services

While developing your customized financial program, we will walk with you through the process to ensure that you feel confident in your decisions.

Once we've learned your goals, we will help you plan for the future through a customized financial plan that best suits your vision using the following products and services:

Investments

  • Bonds
  • Common Stock
  • Mutual Funds
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Advisory Services
  • Government Securities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Annuities 
  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Tax Preparation Services

  • Tax Preparation services offered by licensed CPA's

Private Banking

  • Checking and Savings Accounts
  • Certificates of Deposits
  • Credit Cards
  • Auto Loans
  • Boat, Motorcycle, and RV Loans
  • Home Equity Line-of-Credit ( HELOC)
  • Business Lending and Banking Solutions